Ad is loading...
DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$49.19
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
MFS New Discovery Value C
Price$17.65
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSVX vs NDVCX Comparison Chart
Loading...
DFSVX vs. NDVCX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Buy and NDVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. NDVCX (3.46B). DFSVX pays higher dividends than NDVCX: DFSVX (1.44) vs NDVCX (0.27). DFSVX was incepted earlier than NDVCX: DFSVX (32 years) vs NDVCX (13 years). NDVCX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than NDVCX: DFSVX (0) vs NDVCX (1000). DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. NDVCX (13.09). DFSVX return over 5 years is better than : 53.86 vs. NDVCX (17.57).
| DFSVX | NDVCX | DFSVX / NDVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 7.846 | 7.759 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 3.46B | 471% |
| Annual Yield % from dividends | 1.44 | 0.27 | 533% |
| Returns for 1 year | 19.84 | 13.09 | 152% |
| Returns for 3 years | 13.38 | -8.49 | -158% |
| Returns for 5 years | 53.86 | 17.57 | 307% |
| Returns for 10 years | 39.64 | 38.74 | 102% |
View a ticker or compare two or three
VS
VS
Ad is loading...